CMP
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Coston McIsaac & Partners’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Coston McIsaac & Partners’s Portfolio SPSB Stock Details SPSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-856
Closed -$25K – 830
2024
Q3 		$25K Buy
+856
New +$25.7K 0.01% 373
2023
Q1 		– Sell
-7,916
Closed -$232K – 852
2022
Q4 		$232K Buy
+7,916
New +$232K 0.09% 99

Other funds holding SPSB

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Coston McIsaac & Partners's SPSB Position: Q4 2024 in Review

Coston McIsaac & Partners sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q4 2024, closing a stake of 856 shares — an estimated $25K sold.

Coston McIsaac & Partners first reported a position in SPSB in Q4 2022 and held it in 2 quarters. The position peaked at $232K in Q4 2022. 568 funds tracked by Wall St. Rank hold SPSB as of Q4 2024.

  • Coston McIsaac & Partners reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Coston McIsaac & Partners sold 856 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q4 2024, an estimated $25K.
  • Coston McIsaac & Partners first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2022 and held it in 2 quarters.
  • Coston McIsaac & Partners's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $232K in Q4 2022.
  • 568 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q4 2024.

Based on Coston McIsaac & Partners's 13F filing for Q4 2024, filed 23 Jan 2025.